Latest Institutional Transactions on Unitedhealth Group Inc (UNH)
This table provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.53% |
$9.27K - $11.5K
|
3.57K
$2.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
319+ 27.29% |
$156K - $193K
|
1.49K
$879K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
359New |
$175K - $217K
|
359
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
36+ 0.8% |
$17.6K - $21.8K
|
4.55K
$2.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
584New |
$285K - $353K
|
584
$345K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-25- 1.65% |
$12.2K - $15.1K
|
1.49K
$878K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
32+ 0.33% |
$15.6K - $19.3K
|
9.69K
$5.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-403- 8.24% |
$197K - $243K
|
4.49K
$2.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
108+ 80.6% |
$52.7K - $65.3K
|
242
$143K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-620- 2.81% |
$303K - $375K
|
21.5K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9- 0.17% |
$4.39K - $5.44K
|
5.22K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-13- 0.26% |
$6.34K - $7.85K
|
5.02K
$2.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-68- 36.76% |
$33.2K - $41.1K
|
117
$69.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
207+ 6.53% |
$101K - $125K
|
3.38K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-217- 4.54% |
$106K - $131K
|
4.57K
$2.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-12- 0.05% |
$5.86K - $7.25K
|
25.6K
$15.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
31+ 4.06% |
$15.1K - $18.7K
|
794
$469K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.54K+ 216.34% |
$4.17M - $5.16M
|
12.5K
$7.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
363New |
$177K - $219K
|
363
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
37+ 1.1% |
$18.1K - $22.4K
|
3.39K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.18K+ 53.22% |
$573K - $710K
|
3.38K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.18% |
$1.46K - $1.81K
|
1.65K
$972K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
75+ 0.97% |
$36.6K - $45.3K
|
7.83K
$4.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-80- 12.48% |
$39K - $48.3K
|
561
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
726+ 15.23% |
$354K - $439K
|
5.49K
$3.25M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
22+ 5.29% |
$10.7K - $13.3K
|
438
$259K
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-2.29K- 25.68% |
$1.12M - $1.39M
|
6.64K
$3.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-129- 0.22% |
$63K - $77.9K
|
59.1K
$34.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-169- 0.87% |
$82.5K - $102K
|
19.3K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
13+ 21.67% |
$6.34K - $7.85K
|
73
$43.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
515+ 1.91% |
$251K - $311K
|
27.5K
$16.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-343- 1.5% |
$167K - $207K
|
22.5K
$13.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-35- 0.85% |
$17.1K - $21.1K
|
4.08K
$2.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 16.63% |
$829K - $1.03M
|
8.51K
$5.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-10- 1.69% |
$4.88K - $6.04K
|
583
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
736+ 3.29% |
$359K - $445K
|
23.1K
$13.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
756+ 67.62% |
$369K - $457K
|
1.87K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
322+ 6.01% |
$157K - $195K
|
5.68K
$3.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-9- 0.19% |
$4.39K - $5.44K
|
4.75K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-9- 0.13% |
$4.39K - $5.44K
|
7.06K
$4.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-17- 0.32% |
$8.3K - $10.3K
|
5.23K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.05K- 43.04% |
$1M - $1.24M
|
2.72K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-483- 3.77% |
$236K - $292K
|
12.3K
$7.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-236- 12.94% |
$115K - $143K
|
1.59K
$938K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2- 0.16% |
$976 - $1.21K
|
1.23K
$729K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 0.08% |
$4.39K - $5.44K
|
11.6K
$6.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.21KNew |
$1.08M - $1.33M
|
2.21K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
356New |
$174K - $215K
|
356
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-305- 2.23% |
$149K - $184K
|
13.4K
$7.9M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
359+ 3.82% |
$175K - $217K
|
9.77K
$5.77M
|